{"id":1143,"date":"2018-05-08T17:18:58","date_gmt":"2018-05-08T17:18:58","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=1143"},"modified":"2021-04-20T19:14:05","modified_gmt":"2021-04-20T19:14:05","slug":"h-sel-autofill","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-sel-autofill\/","title":{"rendered":"AutoFill Selectively with Categories"},"content":{"rendered":"<p>You may want to make sure, for example, that all employees work at least one night shift per week. Or you may want to be sure your &#8220;less popular&#8221; shifts are evenly distributed over the week between all of your employees.\u00a0<\/p>\n<p>This can be accomplished by\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-ex-shifts-assgn-cat\/\">setting these special shifts to be in a certain Category<\/a>\u00a0and then\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign\/\">AutoFill<\/a>\u00a0that Category first before AutoFilling the rest of the schedule.<\/p>\n<p>The first time you set up Categories it takes a bit longer but in future schedules, the Categories and shifts will already be set and all you will have to do is\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\">Import<\/a>\u00a0and\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign\/\">AutoFill<\/a>.\u00a0<\/p>\n<h2>The first time using Categories you must:<\/h2>\n<ul>\n<li><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-add-new-cat\/\"><strong>Create the Category name<\/strong><\/a><\/li>\n<li>From any Schedule View:\u00a0\n<ul>\n<li>In the Category dropdown, choose\u00a0<strong>Add\/Edit Categories<\/strong><\/li>\n<li>Enter the Category Name and Abbreviation Ex. Night Shifts and NT\u00a0<\/li>\n<li>Click\u00a0<strong>Add Now<\/strong>\u00a0<\/li>\n<li>The window will close and go back to your schedule<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-ex-shifts-assgn-cat\/\"><strong>Then Define Shifts as belonging to that Category<\/strong><\/a>\u00a0<\/li>\n<li>From any Schedule View:\u00a0\n<ul>\n<li>In the Schedule View dropdown, choose\u00a0<strong>Multi-Shift Edit\u00a0<\/strong><\/li>\n<li>Click the\u00a0<strong>Week<\/strong>\u00a0Tab if is it not already chosen\u00a0<\/li>\n<li>Click the\u00a0<strong>Time<\/strong>\u00a0column heading to sort the shifts by the begin time\u00a0<\/li>\n<li>Choose a shift and in the Category dropdown for that shift, change to the Category (Ex. NT)\u00a0<\/li>\n<li>Change all shifts on the page that you want to be in that Category\u00a0<\/li>\n<li>Click the\u00a0<strong>Save<\/strong>\u00a0button<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Once the Categories have been created and set you can simply:<\/h2>\n<ul>\n<li><strong><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign\/\">AutoFill<\/a>\u00a0the Shifts in that Category\u00a0<\/strong><\/li>\n<li>From any weekly Schedule View:\u00a0\n<ul>\n<li>In the Category dropdown, choose the Category name (ex. Night Shifts)\u00a0<\/li>\n<li>Click\u00a0<strong>AutoFill<\/strong>\u00a0to open the AutoFill window\u00a0<\/li>\n<li>Click the radio button next to:\u00a0<strong>Fill these categories: Night Shifts<\/strong>\u00a0<\/li>\n<li>Click\u00a0<strong>YES AutoFill this Schedule<\/strong>\u00a0\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Then AutoFill the Remaining Shifts\u00a0<\/strong>\n<ul>\n<li>In the Category dropdown, choose\u00a0<strong>All Categories\u00a0<\/strong><\/li>\n<li>Click\u00a0<strong>AutoFill<\/strong>\u00a0to open the AutoFill window\u00a0<\/li>\n<li>Be sure it is set to:\u00a0<strong>Leave AutoFilled shifts alone, fill the empty shifts<\/strong>\u00a0<\/li>\n<li>Click\u00a0<strong>YES AutoFill this Schedule<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You may want to make sure, for example, that all employees work at least one night shift per week. Or you may want to be&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sel-autofill\/\">More<span class=\"screen-reader-text\">AutoFill Selectively with Categories<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/1143"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=1143"}],"version-history":[{"count":14,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/1143\/revisions"}],"predecessor-version":[{"id":7634,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/1143\/revisions\/7634"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=1143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}